Balances
Get answers to your questions about Finplan's main features and receive quick help and guidance.
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Balances
How to correct the current balance of an account?
Learn exactly how to correct a current account balance in Finplan, whether adjusting the opening balance or verifying and correcting incorrect transactions, to keep your finances accurate and aligned with reality.
Balances
How to use the Dashboard in Finplan?
Get to know the Finplan Dashboard, the home screen with the monthly summary, and learn to pick the month, hide values and use quick actions.
Balances
How to filter and search transactions in the Finplan statement?
Learn how to search transactions in the Finplan statement and filter by period, account, category and movement type to find what you need.
Balances
How to correct the Account Statement in Finplan?
Discover what the account statement is in Finplan and how to adjust it so the statement and balance match your bank records.
Balances
How to edit the details of a checking account in Finplan?
Understand what account details are in Finplan and how to edit the information of a registered account.
Settings
What is the default currency and how to change it?
Understand what the default (local) currency is in Finplan, how it affects your balances, and how to change it.
Balances
How is the total balance calculated in Finplan?
Understand how the total balance is calculated in Finplan, including balances from domestic and international accounts.
Balances